Splitting contracts according to partial final invoices
S
Sylten, Thabata
At present, partial services that have not been completed are completely moved to the new contract after a final invoice, including the partial fee that has already been billed. It would be great if the credit point was divided and the fee already settled remains in the old contract, including the time entries made up to TSRG. The rest should then be transferred to the new contract in reduced form. (If that is absolutely necessary with the new contract). It should be similar for NUs, of course. Here, services with invoices before TSRG should remain in the old contract, and subsequent bills/partial services should automatically migrate into the new contract. It may not be that common. But we're having the problem for all our projects right now and that's a lot of work:)
Arne Semmler
Sylten, Thabata This is a very useful suggestion, but we would probably have to separate it into two Canny points - one for managing our own services and one for the subcontractors. But first, we would have to ask ourselves whether we are introducing a new concept compared to separating into two contracts that keeps TSR and the following services in one contract. What use cases do you have for separating a service as part of a partial final invoice? In fact, only self-completed benefits may be calculated in part. Separating a performance is therefore of course somewhat questionable. Is this possibly focused on hourly work?
S
Sylten, Thabata
Arne Semmler We teamed up with another office and therefore wanted to complete the projects cleanly in accounting - via TSR. I find everything in a contract also leaves an option. It would make it a lot easier! Then would the TSR be just another advance statement?
Arne Semmler
Sylten, Thabata: Yes, but that would be a major rebuild. The case you described is of course a special case, but in the future, a generic solution would still be of interest to Projo. Currently, you would actually have to separate partially completed services “manually”, i.e. adjust the benefit/billing levels and order amounts manually after dividing them into two contracts. For the above reasons, projo does not currently share any pro rata benefits.
S
Sylten, Thabata
Arne Semmler I've actually just done it now by merging the contracts and renaming a normal advance invoice as TSRG. That was the easiest and least time-consuming.